@synap-core/workspace-templates 0.2.1

package/src/crm.yaml

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+# CRM workspace template
+# AI-generation-friendly YAML. Validated against types.ts at build time.
+# Merged best-of-both: relationship/consulting model (event, task, note, person,
+# campaign, journey, conversation, document, company, deal, client) UNIONed with
+# the validated sales model (company, contact, deal, activity, pipeline).
+
+meta:
+  slug: crm
+  name: CRM
+  description: Sales pipeline and contact management — deals, contacts, companies, clients.
+  icon: handshake
+  color: "#6366F1"
+  tags:
+    - crm
+    - sales
+    - pipeline
+    - contacts
+  isPublic: true
+workspace:
+  name: CRM
+  description: Sales pipeline and contact management workspace
+  proposalId: crm-v1
+  subtype: crm
+  visibility: pod_visible
+  capabilities:
+    - crm.pipeline
+    - crm.contacts
+    - crm.deals
+    - crm.clients
+profiles:
+  - slug: event
+    displayName: Event
+    icon: calendar
+    color: blue
+    description: ""
+    properties:
+      - slug: crmMeetingType
+        label: Meeting Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - discovery
+          - demo
+          - follow-up
+          - closing
+          - internal
+          - other
+      - slug: crmOutcome
+        label: Outcome
+        valueType: string
+        inputType: select
+        enumValues:
+          - pending
+          - positive
+          - no-show
+          - rescheduled
+          - cancelled
+      - slug: prepStatus
+        label: Prep Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - not-started
+          - in-progress
+          - complete
+      - slug: contactId
+        label: Contact
+        valueType: string
+        inputType: text
+      - slug: dealId
+        label: Deal
+        valueType: string
+        inputType: text
+      - slug: recordingUrl
+        label: Recording
+        valueType: string
+        inputType: url
+      - slug: crmNotes
+        label: Private Notes
+        valueType: string
+        inputType: textarea
+      - slug: summary
+        label: AI Summary
+        valueType: string
+        inputType: textarea
+      - slug: nextSteps
+        label: Next Steps
+        valueType: string
+        inputType: textarea
+  - slug: task
+    displayName: Task
+    icon: check-square
+    color: green
+    description: ""
+    properties: []
+  - slug: note
+    displayName: Note
+    icon: file-text
+    color: yellow
+    description: ""
+    properties: []
+  - slug: person
+    displayName: Person
+    icon: user
+    color: amber
+    description: A person — contact or stakeholder.
+    properties:
+      - slug: source
+        label: Source
+        valueType: string
+        inputType: text
+      - slug: linkedinUrl
+        label: LinkedIn URL
+        valueType: string
+        inputType: url
+      - slug: lastContactDate
+        label: Last Contact Date
+        valueType: date
+        inputType: date
+      - slug: nextFollowUpDate
+        label: Next Follow-Up Date
+        valueType: date
+        inputType: date
+      - slug: estimatedValue
+        label: Estimated Value
+        valueType: number
+        inputType: number
+      - slug: icpScore
+        label: ICP Score
+        valueType: number
+        inputType: number
+      - slug: accountManager
+        label: Account Manager
+        valueType: string
+        inputType: text
+      - slug: inlineNote
+        label: Note
+        valueType: string
+        inputType: textarea
+      - slug: googleDriveUrl
+        label: Google Drive
+        valueType: string
+        inputType: url
+      - slug: whatsappUrl
+        label: WhatsApp
+        valueType: string
+        inputType: url
+      - slug: telegramUrl
+        label: Telegram
+        valueType: string
+        inputType: url
+  - slug: campaign
+    displayName: Campaign
+    icon: megaphone
+    color: indigo
+    description: A marketing or outreach campaign grouping leads
+    properties:
+      - slug: type
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - scoping
+          - outreach
+          - live
+          - partnership
+          - event
+          - other
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - draft
+          - active
+          - paused
+          - completed
+      - slug: color
+        label: Color
+        valueType: string
+        inputType: text
+      - slug: description
+        label: Description
+        valueType: string
+        inputType: textarea
+      - slug: startDate
+        label: Start Date
+        valueType: date
+        inputType: date
+      - slug: endDate
+        label: End Date
+        valueType: date
+        inputType: date
+  - slug: journey
+    displayName: Journey
+    icon: map
+    color: violet
+    description: A client journey along a consulting service path
+    properties:
+      - slug: pathId
+        label: Path ID
+        valueType: string
+        inputType: text
+      - slug: currentPhase
+        label: Current Phase
+        valueType: string
+        inputType: text
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - active
+          - completed
+          - paused
+      - slug: startedAt
+        label: Started At
+        valueType: date
+        inputType: date
+      - slug: dealId
+        label: Deal ID
+        valueType: string
+        inputType: text
+      - slug: dealName
+        label: Deal
+        valueType: string
+        inputType: text
+      - slug: personId
+        label: Person ID
+        valueType: string
+        inputType: text
+      - slug: personName
+        label: Person Name
+        valueType: string
+        inputType: text
+      - slug: pathTemplate
+        label: Path Template
+        valueType: string
+        inputType: text
+      - slug: isPathTemplate
+        label: Is Path Template
+        valueType: boolean
+        inputType: checkbox
+  - slug: conversation
+    displayName: Conversation
+    icon: message-circle
+    color: cyan
+    description: Unified messaging thread from any platform
+    properties:
+      - slug: platform
+        label: Platform
+        valueType: string
+        inputType: text
+      - slug: threadId
+        label: Thread ID
+        valueType: string
+        inputType: text
+      - slug: contactEntityId
+        label: Contact
+        valueType: string
+        inputType: text
+      - slug: accountId
+        label: Account
+        valueType: string
+        inputType: text
+      - slug: lastMessageAt
+        label: Last Message
+        valueType: string
+        inputType: text
+      - slug: lastMessagePreview
+        label: Preview
+        valueType: string
+        inputType: text
+      - slug: unread
+        label: Unread
+        valueType: boolean
+        inputType: checkbox
+      - slug: participantExternalId
+        label: Participant ID
+        valueType: string
+        inputType: text
+  - slug: document
+    displayName: Document
+    icon: file-text
+    color: slate
+    description: Proposals, contracts, invoices and other documents
+    properties:
+      - slug: type
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - proposal
+          - contract
+          - invoice
+          - other
+      - slug: status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - draft
+          - sent
+          - signed
+          - archived
+      - slug: linkedContactId
+        label: Linked Contact ID
+        valueType: string
+        inputType: text
+      - slug: linkedContactName
+        label: Linked Contact
+        valueType: string
+        inputType: text
+      - slug: linkedCompanyId
+        label: Linked Company ID
+        valueType: string
+        inputType: text
+      - slug: linkedCompanyName
+        label: Linked Company
+        valueType: string
+        inputType: text
+      - slug: isTemplate
+        label: Is Template
+        valueType: boolean
+        inputType: checkbox
+  - slug: company
+    displayName: Company
+    icon: building-2
+    color: "#10B981"
+    description: Organizations you are selling to, partnering with, or tracking.
+    scope: WORKSPACE
+    properties:
+      - slug: source
+        label: Source
+        valueType: string
+        inputType: text
+      - slug: icpFit
+        label: ICP Fit
+        valueType: boolean
+        inputType: checkbox
+      - slug: revenue
+        label: Revenue
+        valueType: string
+        inputType: text
+      - slug: companySize
+        label: Company Size
+        valueType: string
+        inputType: select
+        enumValues:
+          - startup
+          - smb
+          - mid-market
+          - enterprise
+      - slug: company-status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - Prospect
+          - Active
+          - Customer
+          - Churned
+          - Partner
+      - slug: industry
+        label: Industry
+        valueType: string
+        inputType: select
+        enumValues:
+          - SaaS
+          - Fintech
+          - Healthcare
+          - E-commerce
+          - Media
+          - Consulting
+          - Manufacturing
+          - Other
+      - slug: company-size
+        label: Team Size
+        valueType: string
+        inputType: select
+        enumValues:
+          - 1-10
+          - 11-50
+          - 51-200
+          - 201-500
+          - 500+
+      - slug: arr
+        label: ARR (€)
+        valueType: number
+        inputType: number
+        placeholder: Annual recurring revenue
+      - slug: website
+        label: Website
+        valueType: string
+        inputType: text
+        placeholder: https://...
+        constraints:
+          format: url
+      - slug: location
+        label: Location
+        valueType: string
+        inputType: text
+        placeholder: City, Country
+      - slug: health-score
+        label: Health Score
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+          max: 100
+      - slug: account-owner
+        label: Account Owner
+        valueType: string
+        inputType: text
+        placeholder: Owner name
+      - slug: last-contact-date
+        label: Last Contact
+        valueType: date
+      - slug: company-tags
+        label: Tags
+        valueType: array
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: text
+        placeholder: Context, history, key info...
+      - slug: employees
+        label: Employee Count
+        valueType: number
+        constraints:
+          min: 0
+  - slug: deal
+    displayName: Deal
+    icon: trending-up
+    color: "#F59E0B"
+    description: Revenue opportunities moving through your pipeline.
+    scope: WORKSPACE
+    properties:
+      - slug: dealStage
+        label: Stage
+        valueType: string
+        inputType: select
+        enumValues:
+          - lead
+          - contacted
+          - qualifying
+          - proposal
+          - negotiating
+          - won
+          - lost
+          - inactive
+      - slug: source
+        label: Source
+        valueType: string
+        inputType: text
+      - slug: sourceCampaignId
+        label: Source Campaign
+        valueType: string
+        inputType: text
+      - slug: value
+        label: Value
+        valueType: number
+        inputType: number
+      - slug: owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: nextStep
+        label: Next Step
+        valueType: string
+        inputType: textarea
+      - slug: nextFollowUpDate
+        label: Next Follow-Up
+        valueType: date
+        inputType: date
+      - slug: closeDate
+        label: Expected Close
+        valueType: date
+        inputType: date
+      - slug: lostReason
+        label: Lost Reason
+        valueType: string
+        inputType: textarea
+      - slug: description
+        label: Description
+        valueType: string
+        inputType: textarea
+      - slug: stage
+        label: Stage
+        valueType: string
+        inputType: select
+        enumValues:
+          - Prospecting
+          - Qualified
+          - Proposal
+          - Negotiation
+          - Closed Won
+          - Closed Lost
+      - slug: deal-value
+        label: Value (€)
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+      - slug: probability
+        label: Win Probability (%)
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+          max: 100
+      - slug: close-date
+        label: Expected Close
+        valueType: date
+      - slug: deal-type
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - New Business
+          - Expansion
+          - Renewal
+          - Partnership
+      - slug: deal-company
+        label: Company
+        valueType: entity_id
+      - slug: deal-contact
+        label: Primary Contact
+        valueType: entity_id
+      - slug: deal-owner
+        label: Owner
+        valueType: string
+        inputType: text
+        placeholder: Deal owner
+      - slug: next-action
+        label: Next Action
+        valueType: string
+        inputType: text
+        placeholder: What needs to happen next?
+      - slug: next-action-date
+        label: Next Action Date
+        valueType: date
+      - slug: deal-source
+        label: Source
+        valueType: string
+        inputType: select
+        enumValues:
+          - Inbound
+          - Outbound
+          - Referral
+          - Partner
+          - Event
+          - Other
+      - slug: lost-reason
+        label: Lost Reason
+        valueType: string
+        inputType: select
+        enumValues:
+          - Price
+          - Competitor
+          - No Budget
+          - No Need
+          - Timing
+          - Unresponsive
+          - Other
+      - slug: deal-tags
+        label: Tags
+        valueType: array
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+  - slug: client
+    displayName: Client
+    icon: briefcase
+    color: emerald
+    description: An active commercial relationship — created when a deal is won.
+    properties:
+      - slug: clientStatus
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - active
+          - paused
+          - churned
+      - slug: accountManager
+        label: Account Manager
+        valueType: string
+        inputType: text
+      - slug: engagementStartDate
+        label: Engagement Start
+        valueType: date
+        inputType: date
+      - slug: satisfactionScore
+        label: Satisfaction
+        valueType: number
+        inputType: number
+      - slug: lifetimeValue
+        label: Lifetime Value
+        valueType: number
+        inputType: number
+      - slug: notes
+        label: Notes
+        valueType: string
+        inputType: textarea
+      - slug: contractValue
+        label: Contract Value
+        valueType: number
+        inputType: number
+      - slug: renewalDate
+        label: Renewal Date
+        valueType: date
+        inputType: date
+      - slug: healthScore
+        label: Health
+        valueType: string
+        inputType: select
+        enumValues:
+          - healthy
+          - at_risk
+          - critical
+  - slug: contact
+    displayName: Contact
+    icon: user
+    color: "#6366F1"
+    description: People you interact with — leads, champions, decision-makers, partners.
+    scope: WORKSPACE
+    properties:
+      - slug: contact-role
+        label: Role
+        valueType: string
+        inputType: select
+        enumValues:
+          - Lead
+          - Champion
+          - Decision Maker
+          - Influencer
+          - Partner
+          - Advisor
+          - Other
+      - slug: contact-status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - Active
+          - Nurturing
+          - Cold
+          - Unresponsive
+          - Converted
+          - Archived
+      - slug: job-title
+        label: Job Title
+        valueType: string
+        inputType: text
+        placeholder: e.g. Head of Product
+      - slug: company-name
+        label: Company
+        valueType: entity_id
+      - slug: email
+        label: Email
+        valueType: string
+        inputType: text
+        placeholder: name@company.com
+        constraints:
+          format: email
+      - slug: phone
+        label: Phone
+        valueType: string
+        inputType: text
+        placeholder: +33 6...
+      - slug: linkedin
+        label: LinkedIn
+        valueType: string
+        inputType: text
+        placeholder: https://linkedin.com/in/...
+        constraints:
+          format: url
+      - slug: lead-score
+        label: Lead Score
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+          max: 100
+      - slug: contact-source
+        label: Source
+        valueType: string
+        inputType: select
+        enumValues:
+          - Inbound
+          - Outbound
+          - Referral
+          - Event
+          - LinkedIn
+          - Cold Email
+          - Other
+      - slug: contact-owner
+        label: Owner
+        valueType: string
+        inputType: text
+        placeholder: Assigned team member
+      - slug: last-interaction
+        label: Last Interaction
+        valueType: date
+      - slug: contact-tags
+        label: Tags
+        valueType: array
+      - slug: role
+        label: Role / Title
+        valueType: string
+      - slug: department
+        label: Department
+        valueType: string
+      - slug: source
+        label: Lead Source
+        valueType: string
+        inputType: select
+        enumValues:
+          - referral
+          - website
+          - event
+          - cold-outreach
+          - other
+      - slug: last-contacted
+        label: Last Contacted
+        valueType: date
+  - slug: activity
+    displayName: Activity
+    icon: message-square
+    color: "#06B6D4"
+    description: Interactions and touchpoints — calls, emails, meetings, notes.
+    scope: WORKSPACE
+    properties:
+      - slug: activity-type
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - Call
+          - Email
+          - Meeting
+          - Demo
+          - Follow-up
+          - Note
+          - Proposal Sent
+          - Contract Sent
+      - slug: activity-date
+        label: Date
+        valueType: date
+      - slug: activity-status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - Planned
+          - Completed
+          - Cancelled
+          - No Show
+      - slug: activity-outcome
+        label: Outcome
+        valueType: string
+        inputType: select
+        enumValues:
+          - Positive
+          - Neutral
+          - Negative
+          - Pending
+      - slug: related-company
+        label: Company
+        valueType: entity_id
+      - slug: related-contact
+        label: Contact
+        valueType: entity_id
+      - slug: related-deal
+        label: Deal
+        valueType: entity_id
+      - slug: activity-owner
+        label: Owner
+        valueType: string
+        inputType: text
+        placeholder: Who ran this activity?
+      - slug: summary
+        label: Summary
+        valueType: string
+        inputType: text
+        placeholder: What happened? Key takeaways...
+      - slug: duration-min
+        label: Duration (min)
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+  - slug: pipeline
+    displayName: Pipeline
+    icon: layers
+    color: "#8B5CF6"
+    description: Named pipelines and their stage configurations for different sales motions.
+    scope: WORKSPACE
+    properties:
+      - slug: pipeline-status
+        label: Status
+        valueType: string
+        inputType: select
+        enumValues:
+          - Active
+          - Paused
+          - Archived
+      - slug: pipeline-type
+        label: Type
+        valueType: string
+        inputType: select
+        enumValues:
+          - New Business
+          - Expansion
+          - Renewal
+          - Partnerships
+      - slug: total-value
+        label: Total Pipeline Value (€)
+        valueType: number
+        inputType: number
+      - slug: deal-count
+        label: Open Deals
+        valueType: number
+        inputType: number
+      - slug: avg-cycle-days
+        label: Avg. Cycle (days)
+        valueType: number
+        inputType: number
+      - slug: win-rate
+        label: Win Rate (%)
+        valueType: number
+        inputType: number
+        constraints:
+          min: 0
+          max: 100
+      - slug: pipeline-owner
+        label: Owner
+        valueType: string
+        inputType: text
+      - slug: quarter-target
+        label: Quarter Target (€)
+        valueType: number
+        inputType: number
+views:
+  - name: Pipeline
+    type: kanban
+    scopeProfileSlug: deal
+    config:
+      groupBy: dealStage
+      cardFields:
+        - value
+        - owner
+        - source
+        - nextFollowUpDate
+  - name: Deals
+    type: table
+    scopeProfileSlug: deal
+    config:
+      columns:
+        - title
+        - dealStage
+        - value
+        - owner
+        - source
+        - closeDate
+        - nextFollowUpDate
+  - name: People
+    type: table
+    scopeProfileSlug: person
+    config:
+      columns:
+        - title
+        - company
+        - email
+        - icpScore
+        - nextFollowUpDate
+  - name: Activity
+    type: list
+    scopeProfileSlugs:
+      - event
+      - task
+      - note
+    config:
+      sortBy: createdAt
+      sortDir: desc
+  - name: Campaigns
+    type: table
+    scopeProfileSlug: campaign
+    config:
+      columns:
+        - title
+        - type
+        - status
+        - startDate
+        - endDate
+  - name: Journeys
+    type: table
+    scopeProfileSlug: journey
+    config:
+      columns:
+        - title
+        - pathId
+        - currentPhase
+        - status
+        - startedAt
+        - dealName
+  - name: Tasks
+    type: list
+    scopeProfileSlug: task
+    config:
+      sortBy: createdAt
+      sortDir: desc
+  - name: Documents
+    type: table
+    scopeProfileSlug: document
+    config:
+      columns:
+        - title
+        - type
+        - status
+        - linkedContactName
+        - linkedCompanyName
+  - name: Clients
+    type: table
+    scopeProfileSlug: client
+    config:
+      columns:
+        - title
+        - clientStatus
+        - accountManager
+        - engagementStartDate
+        - lifetimeValue
+  - name: Pipeline Board
+    type: kanban
+    scopeProfileSlug: deal
+    config:
+      groupByField: stage
+      cardFields:
+        - deal-value
+        - deal-company
+        - deal-contact
+        - close-date
+        - probability
+  - name: All Deals
+    type: table
+    scopeProfileSlug: deal
+    config:
+      visibleColumns:
+        - stage
+        - deal-value
+        - probability
+        - close-date
+        - deal-company
+        - deal-owner
+        - next-action
+        - deal-type
+      defaultSort:
+        field: close-date
+        direction: asc
+      rowHeight: default
+  - name: Deal Timeline
+    type: timeline
+    scopeProfileSlug: deal
+    config:
+      timeField: close-date
+      groupByField: stage
+  - name: Contacts
+    type: table
+    scopeProfileSlug: contact
+    config:
+      visibleColumns:
+        - contact-role
+        - contact-status
+        - job-title
+        - company-name
+        - email
+        - lead-score
+        - last-interaction
+        - contact-owner
+      defaultSort:
+        field: lead-score
+        direction: desc
+      rowHeight: default
+  - name: Contacts Board
+    type: kanban
+    scopeProfileSlug: contact
+    config:
+      groupByField: contact-status
+      cardFields:
+        - contact-role
+        - job-title
+        - company-name
+        - lead-score
+  - name: Companies
+    type: table
+    scopeProfileSlug: company
+    config:
+      visibleColumns:
+        - company-status
+        - industry
+        - company-size
+        - arr
+        - health-score
+        - account-owner
+        - last-contact-date
+        - location
+      defaultSort:
+        field: arr
+        direction: desc
+      rowHeight: default
+  - name: Companies Board
+    type: kanban
+    scopeProfileSlug: company
+    config:
+      groupByField: company-status
+      cardFields:
+        - industry
+        - company-size
+        - arr
+        - account-owner
+  - name: Activity Log
+    type: table
+    scopeProfileSlug: activity
+    config:
+      visibleColumns:
+        - activity-type
+        - activity-date
+        - activity-status
+        - activity-outcome
+        - related-company
+        - related-contact
+        - related-deal
+        - activity-owner
+      defaultSort:
+        field: activity-date
+        direction: desc
+      rowHeight: compact
+  - name: Activity Calendar
+    type: calendar
+    scopeProfileSlug: activity
+    config:
+      dateField: activity-date
+      colorField: activity-type
+  - name: Relationship Graph
+    type: graph
+    scopeProfileSlugs:
+      - company
+      - contact
+      - deal
+    config:
+      layout: force
+      showRelations: true
+  - name: Pipelines
+    type: table
+    scopeProfileSlug: pipeline
+    config:
+      visibleColumns:
+        - pipeline-status
+        - pipeline-type
+        - total-value
+        - deal-count
+        - win-rate
+        - avg-cycle-days
+        - quarter-target
+        - pipeline-owner
+      rowHeight: default
+  - name: Deal
+    type: bento
+    scopeProfileSlug: deal
+    config:
+      layout: bento
+      blocks:
+        - id: deal-header
+          kind: widget
+          widgetType: section-header
+          pos:
+            x: 0
+            "y": 0
+            w: 12
+            h: 2
+          config:
+            title: Deals
+            icon: TrendingUp
+            color: "#F59E0B"
+            profileSlug: deal
+        - id: deal-count
+          kind: widget
+          widgetType: stat-card
+          pos:
+            x: 0
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            label: Total Deals
+            aggregation: count
+            profileSlug: deal
+            color: "#F59E0B"
+        - id: deal-value
+          kind: widget
+          widgetType: stat-card
+          pos:
+            x: 3
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            label: Pipeline Value
+            aggregation: sum
+            field: deal-value
+            profileSlug: deal
+            color: "#F59E0B"
+        - id: deal-pipeline
+          kind: view
+          viewName: Pipeline Board
+          pos:
+            x: 0
+            "y": 9
+            w: 12
+            h: 8
+        - id: deal-all
+          kind: view
+          viewName: All Deals
+          pos:
+            x: 0
+            "y": 19
+            w: 12
+            h: 8
+        - id: deal-spotlight
+          kind: widget
+          widgetType: entity-spotlight
+          pos:
+            x: 0
+            "y": 5
+            w: 5
+            h: 4
+          config:
+            profileSlug: deal
+            seed: daily
+            layout: detail
+            subtitleField: stage
+            color: "#F59E0B"
+        - id: deal-activities
+          kind: widget
+          widgetType: entity-list
+          pos:
+            x: 5
+            "y": 5
+            w: 7
+            h: 4
+          config:
+            profileSlug: activity
+            title: Recent Activities
+            limit: 6
+            variant: compact
+      breakpoints:
+        lg:
+          cols: 12
+          rowHeight: 60
+          gap: 12
+        md:
+          cols: 10
+          rowHeight: 60
+          gap: 12
+        sm:
+          cols: 6
+          rowHeight: 60
+          gap: 12
+        xs:
+          cols: 4
+          rowHeight: 60
+          gap: 12
+        xxs:
+          cols: 2
+          rowHeight: 60
+          gap: 12
+  - name: Contact
+    type: bento
+    scopeProfileSlug: contact
+    config:
+      layout: bento
+      blocks:
+        - id: contact-header
+          kind: widget
+          widgetType: section-header
+          pos:
+            x: 0
+            "y": 0
+            w: 12
+            h: 2
+          config:
+            title: Contacts
+            icon: User
+            color: "#6366F1"
+            profileSlug: contact
+        - id: contact-count
+          kind: widget
+          widgetType: stat-card
+          pos:
+            x: 0
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            label: Total Contacts
+            aggregation: count
+            profileSlug: contact
+            color: "#6366F1"
+        - id: contact-board
+          kind: view
+          viewName: Contacts Board
+          pos:
+            x: 0
+            "y": 9
+            w: 12
+            h: 8
+        - id: contact-table
+          kind: view
+          viewName: Contacts
+          pos:
+            x: 0
+            "y": 19
+            w: 12
+            h: 8
+        - id: contact-mentors
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 3
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: contact
+            label: Mentors
+            icon: Star
+            filter:
+              relationship: mentor
+            color: "#6366F1"
+        - id: contact-colleagues
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 6
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: contact
+            label: Colleagues
+            icon: Users
+            filter:
+              relationship: colleague
+            color: "#8B5CF6"
+        - id: contact-spotlight
+          kind: widget
+          widgetType: entity-spotlight
+          pos:
+            x: 0
+            "y": 5
+            w: 6
+            h: 4
+          config:
+            profileSlug: contact
+            seed: random
+            layout: detail
+            subtitleField: company
+            color: "#6366F1"
+        - id: contact-deals
+          kind: widget
+          widgetType: entity-list
+          pos:
+            x: 6
+            "y": 5
+            w: 6
+            h: 4
+          config:
+            profileSlug: deal
+            title: Recent Deals
+            limit: 6
+            variant: compact
+      breakpoints:
+        lg:
+          cols: 12
+          rowHeight: 60
+          gap: 12
+        md:
+          cols: 10
+          rowHeight: 60
+          gap: 12
+        sm:
+          cols: 6
+          rowHeight: 60
+          gap: 12
+        xs:
+          cols: 4
+          rowHeight: 60
+          gap: 12
+        xxs:
+          cols: 2
+          rowHeight: 60
+          gap: 12
+  - name: Company
+    type: bento
+    scopeProfileSlug: company
+    config:
+      layout: bento
+      blocks:
+        - id: company-header
+          kind: widget
+          widgetType: section-header
+          pos:
+            x: 0
+            "y": 0
+            w: 12
+            h: 2
+          config:
+            title: Companies
+            icon: Building2
+            color: "#10B981"
+            profileSlug: company
+        - id: company-count
+          kind: widget
+          widgetType: stat-card
+          pos:
+            x: 0
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            label: Total Companies
+            aggregation: count
+            profileSlug: company
+            color: "#10B981"
+        - id: company-board
+          kind: view
+          viewName: Companies Board
+          pos:
+            x: 0
+            "y": 9
+            w: 12
+            h: 8
+        - id: company-table
+          kind: view
+          viewName: Companies
+          pos:
+            x: 0
+            "y": 19
+            w: 12
+            h: 8
+        - id: company-active-deals
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 3
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: deal
+            label: Active Deals
+            icon: TrendingUp
+            filter:
+              stage: negotiation
+            color: "#10B981"
+        - id: company-key-contacts
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 6
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: contact
+            label: Key Contacts
+            icon: Users
+            color: "#6366F1"
+        - id: company-contacts
+          kind: widget
+          widgetType: entity-list
+          pos:
+            x: 0
+            "y": 5
+            w: 6
+            h: 4
+          config:
+            profileSlug: contact
+            title: Contacts
+            limit: 6
+            variant: compact
+        - id: company-deals
+          kind: widget
+          widgetType: entity-list
+          pos:
+            x: 6
+            "y": 5
+            w: 6
+            h: 4
+          config:
+            profileSlug: deal
+            title: Deals
+            limit: 6
+            variant: compact
+      breakpoints:
+        lg:
+          cols: 12
+          rowHeight: 60
+          gap: 12
+        md:
+          cols: 10
+          rowHeight: 60
+          gap: 12
+        sm:
+          cols: 6
+          rowHeight: 60
+          gap: 12
+        xs:
+          cols: 4
+          rowHeight: 60
+          gap: 12
+        xxs:
+          cols: 2
+          rowHeight: 60
+          gap: 12
+  - name: Activity Overview
+    type: bento
+    scopeProfileSlug: activity
+    config:
+      layout: bento
+      blocks:
+        - id: activity-header
+          kind: widget
+          widgetType: section-header
+          pos:
+            x: 0
+            "y": 0
+            w: 12
+            h: 2
+          config:
+            title: Activities
+            icon: MessageSquare
+            color: "#06B6D4"
+            profileSlug: activity
+        - id: activity-count
+          kind: widget
+          widgetType: stat-card
+          pos:
+            x: 0
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            label: Total Activities
+            aggregation: count
+            profileSlug: activity
+            color: "#06B6D4"
+        - id: activity-log
+          kind: view
+          viewName: Activity Log
+          pos:
+            x: 0
+            "y": 9
+            w: 12
+            h: 8
+        - id: activity-cal
+          kind: view
+          viewName: Activity Calendar
+          pos:
+            x: 0
+            "y": 19
+            w: 12
+            h: 8
+        - id: activity-this-week
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 3
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: activity
+            label: This Week
+            icon: Calendar
+            color: "#10B981"
+        - id: activity-overdue
+          kind: widget
+          widgetType: entity-count
+          pos:
+            x: 6
+            "y": 2
+            w: 3
+            h: 3
+          config:
+            profileSlug: activity
+            label: Overdue
+            icon: AlertCircle
+            color: "#EF4444"
+        - id: activity-recent
+          kind: widget
+          widgetType: entity-list
+          pos:
+            x: 0
+            "y": 5
+            w: 12
+            h: 4
+          config:
+            profileSlug: activity
+            title: Recent Activities
+            limit: 8
+            variant: detailed
+      breakpoints:
+        lg:
+          cols: 12
+          rowHeight: 60
+          gap: 12
+        md:
+          cols: 10
+          rowHeight: 60
+          gap: 12
+        sm:
+          cols: 6
+          rowHeight: 60
+          gap: 12
+        xs:
+          cols: 4
+          rowHeight: 60
+          gap: 12
+        xxs:
+          cols: 2
+          rowHeight: 60
+          gap: 12
+entityLinks:
+  - sourceProfileSlug: contact
+    targetProfileSlug: company
+    type: works_at
+  - sourceProfileSlug: deal
+    targetProfileSlug: company
+    type: belongs_to
+  - sourceProfileSlug: deal
+    targetProfileSlug: contact
+    type: assigned_to
+  - sourceProfileSlug: activity
+    targetProfileSlug: deal
+    type: for
+  - sourceProfileSlug: activity
+    targetProfileSlug: contact
+    type: with
+  - sourceProfileSlug: activity
+    targetProfileSlug: company
+    type: at
+  - sourceProfileSlug: deal
+    targetProfileSlug: pipeline
+    type: belongs_to
+seedEntities:
+  - profileSlug: company
+    title: Lumio Technologies
+    properties:
+      company-status: Prospect
+      industry: SaaS
+      company-size: 51-200
+      arr: 0
+      website: https://lumio.io
+      location: Paris, France
+      health-score: 72
+      account-owner: Antoine
+      last-contact-date: "2026-02-10"
+      company-tags:
+        - ai
+        - b2b
+        - priority
+      notes: Interested in the data sovereignty angle. CTO is hands-on.
+  - profileSlug: company
+    title: Meridian Finance
+    properties:
+      company-status: Customer
+      industry: Fintech
+      company-size: 201-500
+      arr: 48000
+      website: https://meridianfinance.eu
+      location: Brussels, Belgium
+      health-score: 88
+      account-owner: Antoine
+      last-contact-date: "2026-02-18"
+      company-tags:
+        - fintech
+        - gdpr-sensitive
+        - expansion
+      notes: Renewing Q1. Explore expansion into compliance module.
+    content: |-
+      # Account Brief: Meridian Finance
+
+      ## Overview
+
+      Meridian Finance is a mid-market financial advisory firm (201-500 employees) using Synap since Q3 2024. Currently on the Business plan (€1,400/month, 25 seats). This renewal cycle also includes an expansion conversation — compliance team wants to onboard (additional 15 seats).
+
+      ## Relationship health
+
+      - **Health score**: 82/100
+      - **Primary contact**: Marcus Holt (VP Operations) — strong champion, uses Synap daily for deal tracking and team coordination
+      - **Usage**: High. 22 of 25 seats active. Core use cases: deal pipeline, client note-taking, compliance log
+
+      ## Renewal context
+
+      Contract expires March 31, 2026. Marcus initiated the renewal conversation proactively in January — positive signal. The expansion request (compliance team) was his idea, not a upsell push from our side.
+
+      **Current**: €1,400/month × 12 = €16,800/year
+      **Proposed renewal + expansion**: €1,950/month × 12 = €23,400/year (+39%)
+
+      ## Risk factors
+
+      - CFO is new (joined January 2026) — unknown stance on SaaS spend
+      - Competing internal proposal to consolidate on Microsoft 365 (SharePoint + Viva)
+      - Marcus has confirmed he's advocating for Synap but may need us to provide ROI data
+
+      ## Strategy
+
+      Lead with usage data and ROI framing. Get Marcus a one-pager he can share with the new CFO. The Microsoft consolidation risk is real — need to position Synap as complementary to M365, not competing with it.
+  - profileSlug: company
+    title: Arko Health
+    properties:
+      company-status: Active
+      industry: Healthcare
+      company-size: 11-50
+      arr: 18000
+      website: https://arkohealth.com
+      location: Lyon, France
+      health-score: 55
+      account-owner: Sophie
+      last-contact-date: "2026-01-28"
+      company-tags:
+        - healthcare
+        - at-risk
+      notes: Usage dropped last month. Schedule QBR.
+  - profileSlug: contact
+    title: Camille Renard
+    properties:
+      contact-role: Champion
+      contact-status: Active
+      job-title: CTO
+      company-name: ref:company:Lumio Technologies
+      email: c.renard@lumio.io
+      phone: +33 6 12 34 56 78
+      linkedin: https://linkedin.com/in/camillerenard
+      lead-score: 84
+      contact-source: LinkedIn
+      contact-owner: Antoine
+      last-interaction: "2026-02-10"
+      contact-tags:
+        - technical
+        - champion
+        - decision-maker
+  - profileSlug: contact
+    title: Marcus Holt
+    properties:
+      contact-role: Decision Maker
+      contact-status: Active
+      job-title: VP of Operations
+      company-name: ref:company:Meridian Finance
+      email: m.holt@meridianfinance.eu
+      phone: +32 2 555 0198
+      linkedin: https://linkedin.com/in/marcusholt
+      lead-score: 91
+      contact-source: Referral
+      contact-owner: Antoine
+      last-interaction: "2026-02-18"
+      contact-tags:
+        - renewal
+        - expansion-potential
+  - profileSlug: contact
+    title: Isabelle Moreau
+    properties:
+      contact-role: Lead
+      contact-status: Nurturing
+      job-title: Head of Digital
+      company-name: ref:company:Arko Health
+      email: i.moreau@arkohealth.com
+      lead-score: 47
+      contact-source: Event
+      contact-owner: Sophie
+      last-interaction: "2026-01-28"
+      contact-tags:
+        - healthcare
+        - nurture
+  - profileSlug: deal
+    title: Lumio — Data Pod Enterprise Licence
+    properties:
+      stage: Proposal
+      deal-value: 36000
+      probability: 60
+      close-date: "2026-03-31"
+      deal-type: New Business
+      deal-company: ref:company:Lumio Technologies
+      deal-contact: ref:contact:Camille Renard
+      deal-owner: Antoine
+      next-action: Send revised proposal with compliance annex
+      next-action-date: "2026-02-25"
+      deal-source: Outbound
+      deal-tags:
+        - q1
+        - priority
+        - enterprise
+    content: |-
+      # Deal Brief: Lumio Technologies — Data Pod Enterprise Licence
+
+      ## Opportunity summary
+
+      Lumio Technologies is evaluating Synap as the data infrastructure layer for their internal knowledge management and client-facing data operations. Decision maker is Camille Renard (Head of Engineering), with budget authority sitting with the CTO (François Leroy, not yet in contact).
+
+      - **Stage**: Proposal
+      - **Value**: €28,000 / year
+      - **Close target**: March 31, 2026
+      - **Win probability**: 65%
+
+      ## Why they're looking
+
+      Lumio's current stack is fragmented: Notion for internal docs, HubSpot for client data, Airtable for project tracking. No single system of record. The data sovereignty angle resonates strongly — they've had two incidents in the last year where vendor downtime blocked client deliverables.
+
+      ## Competitive situation
+
+      Evaluating three options: Synap, a custom-built internal tool, and extending their current Notion setup. The custom-build option is losing traction (engineering bandwidth is constrained). Synap vs. extended Notion is the real comparison.
+
+      ## Win conditions
+
+      1. Demo showing cross-entity relationships — specifically, linking client records to project entities to activity logs
+      2. Self-hosting option confirmed for their EU data residency requirement
+      3. Pricing flexibility on seat count (currently 12 users, may scale to 30+)
+
+      ## Next actions
+
+      - [ ] Send proposal deck with custom pricing table (by Feb 28)
+      - [ ] Schedule technical session with François Leroy
+      - [ ] Confirm self-hosting deployment timeline with engineering team
+  - profileSlug: deal
+    title: Meridian Finance — 2026 Renewal + Expansion
+    properties:
+      stage: Negotiation
+      deal-value: 72000
+      probability: 85
+      close-date: "2026-03-15"
+      deal-type: Renewal
+      deal-company: ref:company:Meridian Finance
+      deal-contact: ref:contact:Marcus Holt
+      deal-owner: Antoine
+      next-action: Final contract review call
+      next-action-date: "2026-02-26"
+      deal-source: Inbound
+      deal-tags:
+        - renewal
+        - expansion
+        - q1-close
+  - profileSlug: deal
+    title: Arko Health — Starter Workspace
+    properties:
+      stage: Qualified
+      deal-value: 9600
+      probability: 35
+      close-date: "2026-04-30"
+      deal-type: New Business
+      deal-company: ref:company:Arko Health
+      deal-contact: ref:contact:Isabelle Moreau
+      deal-owner: Sophie
+      next-action: Send case study from healthcare client
+      next-action-date: "2026-03-01"
+      deal-source: Event
+      deal-tags:
+        - healthcare
+        - at-risk
+        - q2
+  - profileSlug: deal
+    title: Vanta Labs — Pilot Evaluation
+    properties:
+      stage: Prospecting
+      deal-value: 24000
+      probability: 20
+      close-date: "2026-05-15"
+      deal-type: New Business
+      deal-company: ref:company:Vanta Labs
+      deal-contact: ref:contact:Thomas Geiger
+      deal-owner: Antoine
+      next-action: Discovery call scheduled
+      next-action-date: "2026-02-28"
+      deal-source: Outbound
+      deal-tags:
+        - pilot
+        - early-stage
+  - profileSlug: activity
+    title: Product demo — Lumio CTO
+    properties:
+      activity-type: Demo
+      activity-date: "2026-02-10"
+      activity-status: Completed
+      activity-outcome: Positive
+      related-company: ref:company:Lumio Technologies
+      related-contact: ref:contact:Camille Renard
+      related-deal: ref:deal:Lumio — Data Pod Enterprise Licence
+      activity-owner: Antoine
+      summary: Ran full platform demo. Strong reaction to the relationship graph and pod sovereignty model. Asked for compliance documentation.
+      duration-min: 60
+    content: |-
+      # Product Demo — Lumio Technologies
+
+      **Date**: February 10, 2026
+      **Attendees**: Camille Renard (Head of Engineering, Lumio), Antoine (Synap)
+      **Type**: Demo
+      **Outcome**: Positive
+
+      ## What we covered
+
+      Ran a 45-minute walkthrough of Synap's entity model, focusing on cross-profile relationships. Specifically demoed:
+
+      1. A Company entity with linked Contacts, Deals, and Activity log — all from one view
+      2. The graph view showing the relationship map across entity types
+      3. Bento dashboard with live entity counts and feed
+
+      Camille's reaction to the graph view: "This is what we've been trying to build manually in Notion for two years."
+
+      ## Key objections raised
+
+      - **Self-hosting**: They need EU data residency. Confirmed Synap supports self-hosted deployment. Need to send technical docs.
+      - **Migration**: Existing Notion data (~3,000 pages). Asked about import tooling — told them CSV import is live, full Notion export support in Q2 roadmap.
+      - **Seat pricing**: Currently 12 users but expects to grow. Agreed to discuss volume pricing in proposal.
+
+      ## Commitments made
+
+      - Antoine: Send proposal by Feb 28 with custom pricing for 12-30 seat range
+      - Antoine: Intro Camille to engineering team for self-hosting technical session
+      - Camille: Get François Leroy (CTO) into next call
+
+      ## Assessment
+
+      High intent. The data sovereignty framing landed. Biggest risk is the CTO not prioritizing before Q1 close — need to get him into the room before March 15.
+  - profileSlug: activity
+    title: Renewal negotiation call — Meridian
+    properties:
+      activity-type: Call
+      activity-date: "2026-02-18"
+      activity-status: Completed
+      activity-outcome: Positive
+      related-company: ref:company:Meridian Finance
+      related-contact: ref:contact:Marcus Holt
+      related-deal: ref:deal:Meridian Finance — 2026 Renewal + Expansion
+      activity-owner: Antoine
+      summary: Aligned on price and new module scope. Final contract to be sent by Feb 26.
+      duration-min: 45
+  - profileSlug: activity
+    title: Follow-up email — Arko Health
+    properties:
+      activity-type: Follow-up
+      activity-date: "2026-03-01"
+      activity-status: Planned
+      activity-outcome: Pending
+      related-company: ref:company:Arko Health
+      related-contact: ref:contact:Isabelle Moreau
+      related-deal: ref:deal:Arko Health — Starter Workspace
+      activity-owner: Sophie
+      summary: Send healthcare sector case study to re-engage.
+      duration-min: 0
+  - profileSlug: pipeline
+    title: New Business — Q1 2026
+    properties:
+      pipeline-status: Active
+      pipeline-type: New Business
+      total-value: 69600
+      deal-count: 3
+      avg-cycle-days: 45
+      win-rate: 38
+      pipeline-owner: Antoine
+      quarter-target: 120000
+  - profileSlug: pipeline
+    title: Renewals & Expansion — Q1 2026
+    properties:
+      pipeline-status: Active
+      pipeline-type: Renewal
+      total-value: 72000
+      deal-count: 1
+      avg-cycle-days: 21
+      win-rate: 85
+      pipeline-owner: Antoine
+      quarter-target: 80000
+  - profileSlug: company
+    title: Vanta Labs
+    properties:
+      company-status: Prospect
+      industry: Technology
+      company-size: 11-50
+      website: https://vantalabs.io
+      location: Berlin, Germany
+      health-score: 60
+      account-owner: Antoine
+      last-contact-date: "2026-02-05"
+      company-tags:
+        - prospect
+        - pilot
+        - germany
+  - profileSlug: contact
+    title: Thomas Geiger
+    properties:
+      contact-role: Decision Maker
+      contact-status: Active
+      job-title: Head of Product
+      company-name: ref:company:Vanta Labs
+      email: thomas@vantalabs.io
+      lead-score: 72
+      contact-source: Outbound
+      contact-owner: Antoine
+      last-interaction: "2026-02-05"
+      contact-tags:
+        - pilot
+        - product-led
+suggestedRelations:
+  - sourceRef: contact:Camille Renard
+    targetRef: company:Lumio Technologies
+    type: belongs_to_project
+  - sourceRef: contact:Marcus Holt
+    targetRef: company:Meridian Finance
+    type: belongs_to_project
+  - sourceRef: contact:Isabelle Moreau
+    targetRef: company:Arko Health
+    type: belongs_to_project
+  - sourceRef: contact:Thomas Geiger
+    targetRef: company:Vanta Labs
+    type: belongs_to_project
+  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
+    targetRef: company:Lumio Technologies
+    type: belongs_to_project
+  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
+    targetRef: company:Meridian Finance
+    type: belongs_to_project
+  - sourceRef: deal:Arko Health — Starter Workspace
+    targetRef: company:Arko Health
+    type: belongs_to_project
+  - sourceRef: deal:Vanta Labs — Pilot Evaluation
+    targetRef: company:Vanta Labs
+    type: belongs_to_project
+  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
+    targetRef: contact:Camille Renard
+    type: relates_to
+  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
+    targetRef: contact:Marcus Holt
+    type: relates_to
+  - sourceRef: deal:Arko Health — Starter Workspace
+    targetRef: contact:Isabelle Moreau
+    type: relates_to
+  - sourceRef: deal:Vanta Labs — Pilot Evaluation
+    targetRef: contact:Thomas Geiger
+    type: relates_to
+  - sourceRef: activity:Product demo — Lumio CTO
+    targetRef: deal:Lumio — Data Pod Enterprise Licence
+    type: relates_to
+  - sourceRef: activity:Renewal negotiation call — Meridian
+    targetRef: deal:Meridian Finance — 2026 Renewal + Expansion
+    type: relates_to
+  - sourceRef: activity:Follow-up email — Arko Health
+    targetRef: deal:Arko Health — Starter Workspace
+    type: relates_to
+  - sourceRef: activity:Product demo — Lumio CTO
+    targetRef: contact:Camille Renard
+    type: attended_by
+  - sourceRef: activity:Renewal negotiation call — Meridian
+    targetRef: contact:Marcus Holt
+    type: attended_by
+  - sourceRef: activity:Follow-up email — Arko Health
+    targetRef: contact:Isabelle Moreau
+    type: attended_by
+  - sourceRef: deal:Lumio — Data Pod Enterprise Licence
+    targetRef: pipeline:New Business — Q1 2026
+    type: belongs_to_project
+  - sourceRef: deal:Arko Health — Starter Workspace
+    targetRef: pipeline:New Business — Q1 2026
+    type: belongs_to_project
+  - sourceRef: deal:Vanta Labs — Pilot Evaluation
+    targetRef: pipeline:New Business — Q1 2026
+    type: belongs_to_project
+  - sourceRef: deal:Meridian Finance — 2026 Renewal + Expansion
+    targetRef: pipeline:Renewals & Expansion — Q1 2026
+    type: belongs_to_project
+displayTemplates:
+  - name: Deal Card
+    description: Sales deal with pipeline stage, value, probability, and linked company
+    entityType: deal
+    targetType: entity
+    isDefault: true
+    config:
+      layout:
+        structure:
+          header:
+            enabled: true
+            slots:
+              - stage
+              - deal-value
+            layout: horizontal
+          sidebar:
+            enabled: true
+            slots:
+              - deal-company
+              - deal-contact
+              - deal-owner
+              - close-date
+              - next-action-date
+            position: right
+            width: 280px
+            layout: vertical
+          content:
+            enabled: true
+            slots:
+              - probability
+              - deal-type
+              - next-action
+              - deal-source
+            layout: vertical
+        fieldMapping:
+          stage:
+            slot: stage
+            renderer:
+              type: badge
+              size: md
+            showLabel: false
+            order: 1
+          deal-value:
+            slot: deal-value
+            renderer:
+              type: number
+              format: currency
+              size: lg
+            label: Value
+            order: 2
+          probability:
+            slot: probability
+            renderer:
+              type: progress
+              size: sm
+            label: Win probability
+            showLabel: true
+            order: 3
+          close-date:
+            slot: close-date
+            renderer:
+              type: date
+              format: relative
+            label: Close date
+            showLabel: true
+            order: 4
+          next-action-date:
+            slot: next-action-date
+            renderer:
+              type: date
+              format: relative
+            label: Next action
+            showLabel: true
+            order: 5
+      colors:
+        accent: "#F59E0B"
+      styling:
+        borderRadius: 10px
+  - name: Company Profile
+    description: Account with status, health score, and key metrics
+    entityType: company
+    targetType: entity
+    isDefault: true
+    config:
+      layout:
+        structure:
+          header:
+            enabled: true
+            slots:
+              - company-status
+              - industry
+            layout: horizontal
+          sidebar:
+            enabled: true
+            slots:
+              - company-size
+              - location
+              - website
+              - account-owner
+              - last-contact-date
+            position: right
+            width: 260px
+            layout: vertical
+          content:
+            enabled: true
+            slots:
+              - arr
+              - health-score
+              - notes
+            layout: vertical
+        fieldMapping:
+          company-status:
+            slot: company-status
+            renderer:
+              type: badge
+              size: md
+            showLabel: false
+            order: 1
+          industry:
+            slot: industry
+            renderer:
+              type: badge
+              variant: muted
+              size: sm
+            showLabel: false
+            order: 2
+          arr:
+            slot: arr
+            renderer:
+              type: number
+              format: currency
+              size: lg
+            label: ARR
+            showLabel: true
+            order: 3
+          health-score:
+            slot: health-score
+            renderer:
+              type: progress
+              size: sm
+            label: Health score
+            showLabel: true
+            order: 4
+          last-contact-date:
+            slot: last-contact-date
+            renderer:
+              type: date
+              format: relative
+            label: Last contact
+            showLabel: true
+            order: 5
+      colors:
+        accent: "#10B981"
+      styling:
+        borderRadius: 10px
+  - name: Contact Card
+    description: Contact with role, lead score, and company link
+    entityType: contact
+    targetType: entity
+    isDefault: true
+    config:
+      layout:
+        structure:
+          header:
+            enabled: true
+            slots:
+              - contact-role
+              - contact-status
+            layout: horizontal
+          sidebar:
+            enabled: true
+            slots:
+              - company-name
+              - email
+              - phone
+              - linkedin
+              - last-interaction
+            position: right
+            width: 260px
+            layout: vertical
+          content:
+            enabled: true
+            slots:
+              - job-title
+              - lead-score
+              - contact-source
+              - contact-owner
+            layout: vertical
+        fieldMapping:
+          contact-role:
+            slot: contact-role
+            renderer:
+              type: badge
+              size: md
+            showLabel: false
+            order: 1
+          contact-status:
+            slot: contact-status
+            renderer:
+              type: badge
+              variant: muted
+              size: sm
+            showLabel: false
+            order: 2
+          lead-score:
+            slot: lead-score
+            renderer:
+              type: progress
+              size: sm
+            label: Lead score
+            showLabel: true
+            order: 3
+          last-interaction:
+            slot: last-interaction
+            renderer:
+              type: date
+              format: relative
+            label: Last interaction
+            showLabel: true
+            order: 4
+          email:
+            slot: email
+            renderer:
+              type: link
+              size: sm
+            showLabel: false
+            order: 5
+      colors:
+        accent: "#6366F1"
+      styling:
+        borderRadius: 10px
+  - name: Activity Log
+    description: Activity with type, outcome, and linked deal
+    entityType: activity
+    targetType: entity
+    isDefault: true
+    config:
+      layout:
+        structure:
+          header:
+            enabled: true
+            slots:
+              - activity-type
+              - activity-status
+              - activity-outcome
+            layout: horizontal
+          sidebar:
+            enabled: true
+            slots:
+              - related-company
+              - related-contact
+              - related-deal
+              - activity-date
+              - duration-min
+            position: right
+            width: 260px
+            layout: vertical
+          content:
+            enabled: true
+            slots:
+              - summary
+            layout: vertical
+        fieldMapping:
+          activity-type:
+            slot: activity-type
+            renderer:
+              type: badge
+              size: md
+            showLabel: false
+            order: 1
+          activity-status:
+            slot: activity-status
+            renderer:
+              type: badge
+              variant: muted
+              size: sm
+            showLabel: false
+            order: 2
+          activity-outcome:
+            slot: activity-outcome
+            renderer:
+              type: badge
+              variant: muted
+              size: sm
+            label: Outcome
+            showLabel: true
+            order: 3
+          activity-date:
+            slot: activity-date
+            renderer:
+              type: date
+              format: relative
+            label: Date
+            showLabel: true
+            order: 4
+          duration-min:
+            slot: duration-min
+            renderer:
+              type: number
+              size: sm
+            label: Duration (min)
+            showLabel: true
+            order: 5
+      colors:
+        accent: "#06B6D4"
+      styling:
+        borderRadius: 10px
+profileEntityBentoTemplates:
+  deal:
+    blocks:
+      - id: entity-header
+        kind: widget
+        widgetType: entity-header
+        pos:
+          x: 0
+          "y": 0
+          w: 12
+          h: 2
+      - id: entity-props
+        kind: widget
+        widgetType: entity-properties
+        pos:
+          x: 0
+          "y": 2
+          w: 4
+          h: 8
+      - id: entity-content
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 2
+          w: 8
+          h: 4
+      - id: entity-rel
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 6
+          w: 8
+          h: 4
+  contact:
+    blocks:
+      - id: entity-header
+        kind: widget
+        widgetType: entity-header
+        pos:
+          x: 0
+          "y": 0
+          w: 12
+          h: 2
+      - id: entity-props
+        kind: widget
+        widgetType: entity-properties
+        pos:
+          x: 0
+          "y": 2
+          w: 4
+          h: 8
+      - id: entity-content
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 2
+          w: 8
+          h: 4
+      - id: entity-rel
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 6
+          w: 8
+          h: 4
+  company:
+    blocks:
+      - id: entity-header
+        kind: widget
+        widgetType: entity-header
+        pos:
+          x: 0
+          "y": 0
+          w: 12
+          h: 2
+      - id: entity-props
+        kind: widget
+        widgetType: entity-properties
+        pos:
+          x: 0
+          "y": 2
+          w: 4
+          h: 8
+      - id: entity-content
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 2
+          w: 8
+          h: 4
+      - id: entity-rel
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 6
+          w: 8
+          h: 4
+  activity:
+    blocks:
+      - id: entity-header
+        kind: widget
+        widgetType: entity-header
+        pos:
+          x: 0
+          "y": 0
+          w: 12
+          h: 2
+      - id: entity-props
+        kind: widget
+        widgetType: entity-properties
+        pos:
+          x: 0
+          "y": 2
+          w: 4
+          h: 6
+      - id: entity-content
+        kind: widget
+        widgetType: entity-content
+        pos:
+          x: 4
+          "y": 2
+          w: 8
+          h: 6
+app:
+  kind: stored
+  cellKey: entity-detail
+layout:
+  defaultView: Pipeline
+  defaultApp: null
+  pinnedApps:
+    - dashboard
+    - data
+  sidebarItems:
+    - kind: view
+      viewName: Pipeline
+      label: Pipeline
+      icon: git-branch
+    - kind: view
+      viewName: People
+      label: People
+      icon: users
+    - kind: view
+      viewName: Companies
+      label: Companies
+      icon: building-2
+    - kind: view
+      viewName: Deals
+      label: Deals
+      icon: handshake
+    - kind: view
+      viewName: Clients
+      label: Clients
+      icon: briefcase
+    - kind: view
+      viewName: Campaigns
+      label: Campaigns
+      icon: megaphone
+    - kind: view
+      viewName: Journeys
+      label: Journeys
+      icon: map
+    - kind: view
+      viewName: Tasks
+      label: Tasks
+      icon: check-square
+    - kind: view
+      viewName: Activity
+      label: Activity
+      icon: activity
+    - kind: view
+      viewName: Documents
+      label: Documents
+      icon: file-text
+bento:
+  blocks:
+    - kind: widget
+      widgetType: welcome-header
+      pos:
+        x: 0
+        "y": 0
+        w: 12
+        h: 2
+    - kind: widget
+      widgetType: entity-count
+      pos:
+        x: 0
+        "y": 2
+        w: 3
+        h: 2
+      config:
+        profileSlug: deal
+        label: Open Deals
+    - kind: widget
+      widgetType: entity-count
+      pos:
+        x: 3
+        "y": 2
+        w: 3
+        h: 2
+      config:
+        profileSlug: contact
+        label: Contacts
+    - kind: widget
+      widgetType: entity-count
+      pos:
+        x: 6
+        "y": 2
+        w: 3
+        h: 2
+      config:
+        profileSlug: company
+        label: Companies
+    - kind: widget
+      widgetType: entity-count
+      pos:
+        x: 9
+        "y": 2
+        w: 3
+        h: 2
+      config:
+        profileSlug: activity
+        label: Activities
+    - kind: widget
+      widgetType: entity-list
+      pos:
+        x: 0
+        "y": 4
+        w: 6
+        h: 4
+      config:
+        profileSlug: deal
+        title: Hot Deals
+        limit: 8
+        variant: detailed
+    - kind: widget
+      widgetType: entity-list
+      pos:
+        x: 6
+        "y": 4
+        w: 6
+        h: 4
+      config:
+        profileSlug: contact
+        title: Top Contacts
+        limit: 8
+        variant: compact
+    - kind: widget
+      widgetType: entity-list
+      pos:
+        x: 0
+        "y": 8
+        w: 4
+        h: 4
+      config:
+        profileSlug: company
+        title: Key Accounts
+        limit: 6
+        variant: compact
+    - kind: widget
+      widgetType: feed
+      pos:
+        x: 4
+        "y": 8
+        w: 4
+        h: 4
+    - kind: widget
+      widgetType: calendar
+      pos:
+        x: 8
+        "y": 8
+        w: 4
+        h: 4
+integrations:
+  - templateKey: nango-google
+onboarding:
+  goal: Capture the user's sales pipeline shape, their key accounts/contacts, and how they qualify and move deals — so the CRM reflects their real revenue motion, not a generic template.
+  framing: "Act as a sharp revenue/sales-ops lead. Tease out how they actually sell: who they sell to, what stages a deal moves through, where leads come from, and what 'qualified' means to them. Translate their words into pipeline config, companies, contacts, and deals."
+  collect:
+    - profileSlug: pipeline
+      what: Their real deal stages in order (e.g. Lead → Qualified → Demo → Proposal → Won/Lost)
+      cardinality: one
+      keyFields:
+        - title
+        - pipeline-type
+        - quarter-target
+    - profileSlug: company
+      what: Their most important active accounts/prospects
+      cardinality: several
+      keyFields:
+        - title
+        - industry
+        - website
+    - profileSlug: contact
+      what: Key people at those accounts
+      cardinality: several
+      keyFields:
+        - title
+        - email
+        - contact-role
+        - company-name
+    - profileSlug: deal
+      what: Open opportunities worth tracking now
+      cardinality: few
+      keyFields:
+        - title
+        - stage
+        - deal-value
+        - deal-company
+  openingQuestions:
+    - What does a deal go through from first contact to closed — what are your stages?
+    - Who are your 3-5 most important active accounts right now?
+    - Where do most of your leads come from?
+  doneWhen: Pipeline stages reflect their real motion, their top accounts + key contacts exist, and at least a couple of live deals are placed on the pipeline.